

Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1018 | 1011 | 1085 | 1067 | 1224 | 1692 |
Fund Return | 1.83% | 1.09% | 8.5% | 2.2% | 4.12% | 5.4% |
Place in category | 217 | 410 | 321 | 287 | 239 | 46 |
% in Category | 42 | 92 | 74 | 68 | 62 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - | ||
Vanguard Total Intl Stock Index Inv | 206.96B | 3.32 | 2.69 | 5.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Tax-Managed Balanced Adm | 10.59B | 1.79 | 6.28 | 7.74 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.25B | 1.57 | 2.52 | 4.93 | ||
Vanguard Wellesley Income Inv | 8.5B | 1.82 | 2.13 | 5.32 | ||
BlackRock Multi-Asset Income Instl | 5.91B | 2.04 | 3.24 | 4.45 | ||
American Funds Income Portfolio A | 5.85B | 2.44 | 4.48 | 5.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 1.84 | 246.77 | -5.31% | |
Broadcom | US11135F1012 | 1.73 | 182.16 | -2.78% | |
ConocoPhillips | US20825C1045 | 1.16 | 89.47 | -3.41% | |
Merck&Co | US58933Y1055 | 1.16 | 94.07 | +0.98% | |
J&J | US4781601046 | 1.10 | 168.30 | +0.61% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Sell |
Summary | Strong Buy | Strong Buy | Neutral |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review